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This sample grant proposal acknowledgment letter will allow you to let prospective grantees know that their application has been received.
This sample grant proposal application checklist can be customized to your foundation's processes, allowing you to check off each step of the grant application process.
This sample grant completion report may be customized and provided to your grantee partners.
This sample declination letter can help you inform grant applicants that their grant proposal was not accepted.
This document is a tool to help you as a private foundation determine when to use expenditure responsibility for grants to public charities.
Good relationships between grantmakers and grantees promote more effective philanthropy. But there's nothing that can mess up a good partnership faster than an overzealous lawyer. In seeking to protect their foundation clients, lawyers can sometimes impose excessive requirements on grantees,…
Expenditure responsibility is a five step procedure that is designed to ensure that foundation funds are used for exclusively charitable purposes.
The five basic steps that are required for completing expenditure responsibility include:
Conducting a pre-grant inquiry including a reasonable…
https://cof.org/content/grants-organizations-donor-advised-funds-expenditure-responsibility-required
Use this flowchart to determine if grants from donor-advised funds require expenditure responsibility.
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The steps of expenditure responsibility are the federally-mandated procedures a private foundation (and DAFs) must follow for any grant made to a non-charity. While the rules for exercising expenditure responsibility are relatively straightforward, many issues and concerns can…